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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: GuitarMan who wrote (12630)	8/12/1998 11:21:00 AM
From: White Shoes	Respond to of 18691

Mark, their large competitor is FDC, Financial Data Corp. Boy, there will be a lot of sad faces on the CKFR thread today. The company was always high priced but I think this reaction is insane, but that's the context of a volatile + bear market which we seem to be entering.

To: GuitarMan who wrote (12630)	8/12/1998 11:22:00 AM
From: AugustWest	Respond to of 18691

>>Who are CKFR's competitors ? INTU ? No, I believe that INTU holds a substantial position in CKFR, and support them on their Quicken site for EBPP. Their dirrect competition is MSFDC(joint venturebetween MSFT and FDC....they aren't a real threat as of yet(they shouldn't be into public pilots until mid 99. However, this slower subscriber growth only gives MSFDC an advantage to to develope their EBPP before CKFR can capitolize on CKFR's boner. **As noted in the release the slower groth was out of their control as banks were slower than expected to get on the ball with their EBPP programs. They do still retain a majority of the largest banks as their customers, and providing that they don't jummp ship(Integrion.net/ - a consorutm of the largest banks in the nation and world own some 20% of CKFR, so I doubt many will abandon their own interests) This is all JMO, and do your own DD before shorting or buying- but FWIW. I think the shorting should have been done yesterday. Hopefully we have seen the most of the slaughter.